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Your New Assistant

Welcome to DeskAgent! This page shows you how to interact with your AI assistant and get the most out of it.

The Interface

When you start DeskAgent, you'll see this interface:

DeskAgent Main Interface
DeskAgent main interface
Area What It Does
Chat Input Type your requests here - just like messaging a colleague
Agent Tiles One-click workflows for common tasks
Settings Configure AI backends, extensions, and preferences
History View previous conversations and results

How to Talk to DeskAgent

Just type naturally - like you would text a helpful colleague.

Good Examples

What You Want What You Say
Check your inbox "What important emails came in today?"
Reply to an email "Draft a reply to this email"
Create an offer "Create an offer for this customer"
Find information "Search for emails about Project Alpha"
Schedule a meeting "Set up a meeting with Anna for Friday at 2pm"

Tips for Better Results

Do

  • Be specific - "Reply professionally, mentioning our 30-day trial" works better than "Reply"
  • Provide context - Select an email in Outlook before asking about it
  • Ask follow-ups - "Make it shorter" or "Add a greeting in German"

Avoid

  • Vague requests - "Do something with my emails"
  • Multiple unrelated tasks - Ask one thing at a time
  • Assuming context - Always select or mention what you're working with

Using Agent Tiles

Agent tiles are pre-built workflows that handle common tasks with one click.

Available Agents

Agent What It Does
Daily Check Reviews your inbox, flags important emails, suggests actions
Reply Email Drafts a professional response to the selected email
Create Offer Generates a quote based on customer requirements
Create Invoice Creates an invoice from time logs or email requests
Check Payments Matches bank transfers to open invoices

How to Use

  1. Click an agent tile - The workflow starts immediately
  2. Provide input if needed - Some agents ask for files or preferences
  3. Review the result - DeskAgent shows drafts before sending anything
  4. Approve or adjust - Edit the result or ask for changes

Working with Outlook

DeskAgent connects directly to Microsoft Outlook on your computer.

Select First, Then Ask

  1. Open Outlook - Make sure it's running (not just in the tray)
  2. Click on an email - Single click to select, don't double-click to open
  3. Ask DeskAgent - "Summarize this email" or "Draft a reply"

Multi-Select

Hold Ctrl and click multiple emails to work with them together:

  • "Move all these to the Archive folder"
  • "Summarize these emails"
  • "Mark all as follow-up"

Reviewing Results

DeskAgent never sends emails or makes changes without your approval.

Email Drafts

When DeskAgent creates an email draft:

  1. The draft opens in Outlook
  2. Review the content
  3. Edit if needed
  4. Click Send when ready

Offers and Invoices

When DeskAgent creates documents:

  1. You see a preview in the chat
  2. Approve to finalize
  3. Download or send as PDF

Settings

Click the gear icon to access settings:

Tab What You Configure
API Keys Your AI provider credentials (Claude, Gemini)
License Activate your trial or full license
Extensions Connect Billomat, UserEcho, and other services
Appearance Theme, language, and display options

Keyboard Shortcuts

Shortcut Action
Enter Send message
Shift+Enter New line in message
Ctrl+K Clear conversation
Esc Cancel current operation

Next Steps